Fund overview and investment objective

Designed for those investors seeking growth over the longer term. The portfolio invests to achieve the best return while considering the risk of each investment. The fund holds multiple asset classes to achieve its goal.

The fund’s main investment features include

• Multi-asset fund of funds
• Benchmark aware not driven
• Focus on risk adjusted returns
• Innovative approach to fund selection and asset allocation

Fund’s investment strategy

• Combine active asset allocation with a rigorous fund selection process
• Focus on managers who have the ability to add consistent value over and above their respective market benchmarks
• Blend investments styles to increase returns and reduce risk

Fund Manager profile

Mark Piper

• Location: Guernsey
• Team: Portfolio Management
• Time at CS: 10yrs
• Industry Experience: 20yrs

Mark is Chairman of the Fund Selection Committee with responsibility for US funds and is a member of the Asset Allocation Committee. He specialises in multi-manager investing and manages several of the Collins Stewart Select Funds. He is a Fellow of the Securities & Investment Institute.

Justin Oliver

• Location: Guernsey
• Team: Portfolio Management
• Time at CS: 8yrs
• Industry Experience: 13yrs

Justin is Deputy Chairman of the Fund Selection Committee with responsibility for Fixed Interest funds, Deputy Chairman of the Asset Allocation Committee and a member of the Fixed Interest Committee. Justin manages several of the Collins Stewart Select Funds and is a Fellow of the Securities & Investment Institute.